Kaydan Wealth Management Revenue

Financial Services • Fenton, Michigan, United States • 11-20 Employees

Kaydan Wealth Management revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Key Contacts at Kaydan Wealth Management

Jim Kruzan

Founder, Senior Wealth Advisor

Mathew Britt

Director Of Client Analytics

Danielle Howard

Director Of Marketing And Communications

Shawn Reszczyk

Director Of Client Experience, Kwm

Company overview

Headquarters	329 W. Silver Lake Road, Fenton, MI 48430, US
Phone number	+18006366900
Websites	kaydanwealthmanagement.com kaydanwealth.com
NAICS	52
SIC	628
Keywords	Investments, Risk Management, Engineers, Registered Investment Advisor, Wealth Management, Asset Management, Retirement Planning, Financial Planning, Investment Consulting, Advanced Planning, Tax & Estate Planning, Scientists, 401(K) Monitoring, Executive & Corporate Services, Mobility Technology Industry
Founded	1987
Employees	11-20
Socials

Kaydan Wealth Management Email Formats

Kaydan Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@kaydanwealthmanagement.com), used 88.9% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@kaydanwealthmanagement.com	88.9%
{first name}.{last name}	john.doe@kaydanwealthmanagement.com	11.1%

About Kaydan Wealth Management

Our singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate life's most important events. We achieve this through unbiased advice, meaningful portfolio management, and impeccable service. The following principles guide us in all that we do: - We have your best financial interests at heart. We strive to maintain complete objectivity and impartiality in our work and judgment. We provide you with all that you need to make thoughtful investment decisions. - We always conduct ourselves with integrity, dignity, and honesty. - We communicate in a clear and open manner and handle all inquiries/requests as quickly and accurately as possible. - We keep the confidentiality of all information given to us to the full extent permitted by law. - We disclose the services we provide and how we are compensated for them. We perform all services in a fair and reasonable manner and disclose any conflicts of interest. - We maintain and expand our knowledge through continuing education. To learn more about Kaydan Wealth Management and how to engineer your best retirement, subscribe to The Retirement Engineer podcast at www.TheRetirementEngineerPodcast.com or visit www.kaydanwealth.com. Free tools, offers, additional information, etc., here: http://linktr.ee/KaydanWealth Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. For important social media disclosures, visit https://www.kaydanwealthmanagement.com/social-media/

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Kaydan Wealth Management has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Kaydan Wealth Management has never raised funding before.

Kaydan Wealth Management Tech Stack

Discover the technologies and tools that power Kaydan Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

jQuery UI

JavaScript libraries

Google Maps

Maps

Hello Elementor

WordPress themes

Elementor

Page builders

Microsoft 365

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Kaydan Wealth Management is located in Fenton, Michigan, US.

You can reach Kaydan Wealth Management at +18006366900.

Kaydan Wealth Management generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.

Kaydan Wealth Management has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Kaydan Wealth Management was founded in 1987, making it 39 years old. The company has established itself as a significant player in its industry over this time.

Kaydan Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.